See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $31,248 |
SPECTRUM INVESTMENT ADVISORS3+ years Service code 26 · EIN 39-1828175 | Advisory (Participants) | $25,502 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,640 | $57,354-6.5% | $83,848-36.0% | $64,186-16.4% |
| Participation rate | 84.4% | 68.6%+15.8pp | 76.1%+8.3pp | 69.6%+14.8pp |
| Annual return | -5.87% | 11.38%-17.3pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,327 | $2,545-47.8% | $3,631-63.4% | $2,381-44.2% |
| Participant deferral / active EE | $6,458 | $2,993+115.8% | $4,082+58.2% | $3,470+86.1% |
| Admin fee / account holder | $481 | $4,046-88.1% | $5,478-91.2% | $4,888-90.2% |